Institute for Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Sell |
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|
2025
Q1 | $2.99M | Sell |
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|
2024
Q4 | $3.31M | Buy |
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|
2024
Q3 | $3.07M | Buy |
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|
2024
Q2 | $2.77M | Buy |
|
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|
2024
Q1 | $2.58M | Buy |
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|
2023
Q4 | $2.3M | Sell |
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|
2023
Q3 | $2.06M | Buy |
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|
2023
Q2 | $1.93M | Buy |
|
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|
2023
Q1 | $1.74M | Buy |
|
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|
2022
Q4 | $1.58M | Sell |
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|
2022
Q3 | $1.61M | Buy |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $1.99M | Buy |
|
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|
2021
Q4 | $2.1M | Buy |
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|
2021
Q3 | $1.67M | Buy |
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|
2021
Q2 | $1.52M | Buy |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $790K | Buy |
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|
2020
Q2 | $295K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $29K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $19K | Buy |
|